Schwab Charles Corp
SCHW- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
In the last 90 days, Schwab Charles Corp insiders filed 0 open-market purchases and 29 sales; 2,318 institutions reported holding it in 13F filings for Q2 2026, worth $133.8B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.
13F holders, Q4 2024
Institutional positions in Schwab Charles Corp as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,993
- +167 vs. Q3 2024
- Shares held
- 1.50B
- +16.3M (+1.1%) vs. Q3 2024
- Total value
- $110.8B
- +$14.8B (+15.4%) vs. Q3 2024
- New holders
- 275
- 705 more added
- Sold out
- 108
- 756 more reduced
31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCHW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,318 | $133.8B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.5B |
| Q3 2025 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $137.4B |
| Q1 2025 | 2,030 | $119.1B |
| Q4 2024 | 1,993 | $110.8B |
| Q3 2024 | 1,857 | $96.3B |
| Q2 2024 | 1,899 | $110.4B |
| Q1 2024 | 1,879 | $108.2B |
| Q4 2023 | 1,877 | $103.0B |
| Q3 2023 | 1,740 | $80.5B |
| Q2 2023 | 1,775 | $82.9B |
| Q1 2023 | 1,676 | $77.1B |
| Q4 2022 | 1,626 | $129.9B |
| Q3 2022 | 1,520 | $97.3B |
| Q2 2022 | 1,490 | $84.2B |
| Q1 2022 | 1,567 | $112.8B |
| Q4 2021 | 1,505 | $111.9B |
| Q3 2021 | 1,351 | $95.3B |
| Q2 2021 | 1,345 | $95.5B |
| Q1 2021 | 1,311 | $85.0B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 8,475 | $627.2K | 0.06% | +27+0.3% | Added |
| Fundamentun, LLC | 8,483 | $627.9K | 0.04% | −30,443−78.2% | Reduced |
| Quadcap Wealth Management, LLC | 8,485 | $628.0K | 0.09% | −137−1.6% | Reduced |
| HMV Wealth Advisors, LLC | 8,491 | $628.4K | 0.63% | +8,491 | New |
| Sovereign's Capital Management, LLC | 8,503 | $629.3K | 0.40% | +8,503 | New |
| Legacy Advisors, LLC | 8,507 | $629.6K | 0.06% | +1,110+15.0% | Added |
| Citizens National Bank Trust Department | 8,525 | $630.9K | 0.13% | −930−9.8% | Reduced |
| Sutton Place Investors LLC | 8,537 | $631.8K | 0.37% | +269+3.3% | Added |
| Pointe Capital Management LLC | 8,541 | $632.1K | 0.36% | +1,011+13.4% | Added |
| Sigma Planning Corp | 8,551 | $632.9K | 0.02% | +909+11.9% | Added |
| CBOE Vest Financial, LLC | 8,556 | $633.2K | 0.01% | +1,672+24.3% | Added |
| Allianz SE | 8,579 | $634.3K | 0.02% | −2,113−19.8% | Reduced |
| Good Life Advisors, LLC | 8,573 | $634.5K | 0.05% | −1,923−18.3% | Reduced |
| Avondale Wealth Management | 8,600 | $636.5K | 0.41% | −3,100−26.5% | Reduced |
| Oxford Asset Management LLP | 8,601 | $636.6K | 0.28% | −2,708−23.9% | Reduced |
| Simon Quick Advisors, LLC | 8,688 | $643.0K | 0.04% | +221+2.6% | Added |
| Noble Wealth Management PBC | 8,725 | $645.7K | 0.45% | +8,725 | New |
| Index Fund Advisors, Inc. | 8,847 | $654.8K | 0.04% | +143+1.6% | Added |
| Keebeck Wealth Management, LLC | 8,870 | $656.4K | 0.09% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 8,874 | $656.8K | 0.29% | +8,874 | New |
| Weaver Capital Management LLC | 8,903 | $658.9K | 0.19% | +2,437+37.7% | Added |
| First National Bank of Omaha | 8,990 | $665.3K | 0.04% | −4,611−33.9% | Reduced |
| Western Wealth Management, LLC | 8,993 | $665.5K | 0.04% | −566−5.9% | Reduced |
| Kearns & Associates LLC | 9,000 | $666.1K | 0.43% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9,002 | $666.2K | 0.09% | +448+5.2% | Added |
| Osborne Partners Capital Management, LLC | 9,019 | $667.5K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 9,042 | $669.2K | 0.42% | −570−5.9% | Reduced |
| First Western Trust Bank | 9,052 | $669.9K | 0.03% | +79+0.9% | Added |
| Legacy Wealth Asset Management, LLC | 9,057 | $670.3K | 0.18% | −144−1.6% | Reduced |
| Manchester Financial Inc | 9,073 | $671.5K | 0.15% | −514−5.4% | Reduced |
| Howard Capital Management Inc. | 9,081 | $672.1K | 0.01% | +632+7.5% | Added |
| Skopos Labs, Inc. | 9,095 | $673.1K | 0.20% | +527+6.2% | Added |
| Lountzis Asset Management, LLC | 9,116 | $674.7K | 0.29% | −133−1.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 9,130 | $675.7K | 0.26% | −1,098−10.7% | Reduced |
| Chapman Investment Management, LLC | 9,170 | $678.7K | 0.50% | −13,154−58.9% | Reduced |
| Ronald Blue Trust, Inc. | 9,205 | $681.2K | 0.01% | −10,312−52.8% | Reduced |
| Brown Brothers Harriman & Co | 9,246 | $684.3K | 0.00% | +1,287+16.2% | Added |
| One Capital Management, LLC | 9,248 | $684.4K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 9,279 | $686.7K | 0.04% | +451+5.1% | Added |
| Oregon Pacific Wealth Management, LLC | 9,295 | $687.9K | 0.67% | +9,295 | New |
| Keene & Associates, Inc. | 9,296 | $688.0K | 0.55% | −25−0.3% | Reduced |
| CX Institutional | 9,298 | $688.2K | 0.03% | +198+2.2% | Added |
| Crumly & Associates Inc. | 9,332 | $690.6K | 0.19% | −93−1.0% | Reduced |
| Castleark Management LLC | 9,360 | $692.7K | 0.02% | 00.0% | Unchanged |
| Viawealth, LLC | 9,383 | $694.4K | 0.42% | −665−6.6% | Reduced |
| Westover Capital Advisors, LLC | 9,412 | $696.6K | 0.15% | −8,750−48.2% | Reduced |
| Kestra Private Wealth Services, LLC | 9,415 | $696.8K | 0.01% | +680+7.8% | Added |
| Kennebec Savings Bank | 9,642 | $700.6K | 0.71% | −300−3.0% | Reduced |
| Regatta Capital Group, LLC | 9,478 | $701.5K | 0.14% | −123−1.3% | Reduced |
| Retirement Planning Group | 9,493 | $702.6K | 0.04% | +191+2.1% | Added |
| Drive Wealth Management, LLC | 9,495 | $702.7K | 0.17% | −346−3.5% | Reduced |
| Marcum Wealth, LLC | 9,503 | $703.3K | 0.06% | −206−2.1% | Reduced |
| NBT Bank N A | 9,543 | $706.3K | 0.05% | −62−0.6% | Reduced |
| Northwest Bank & Trust Co | 8,556 | $708.0K | 0.52% | −60−0.7% | Reduced |
| United Community Bank | 9,580 | $709.0K | 0.28% | −270−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 9,590 | $709.7K | 0.02% | −458−4.6% | Reduced |
| St Germain D J Co Inc | 9,618 | $711.8K | 0.03% | +436+4.7% | Added |
| Westmount Partners, LLC | 9,687 | $716.9K | 0.22% | −367−3.7% | Reduced |
| International Assets Investment Management, LLC | 9,742 | $719.3K | 0.06% | −880,037−98.9% | Reduced |
| Norden Group LLC | 9,752 | $721.8K | 0.08% | +1,782+22.4% | Added |
| Insigneo Advisory Services, LLC | 9,778 | $723.7K | 0.07% | −917−8.6% | Reduced |
| Clarius Group, LLC | 9,799 | $725.2K | 0.05% | +51+0.5% | Added |
| Ironwood Financial, llc | 9,802 | $725.4K | 0.15% | −200−2.0% | Reduced |
| RFG Advisory, LLC | 9,837 | $728.0K | 0.02% | +1,978+25.2% | Added |
| Clean Yield Group | 9,873 | $730.7K | 0.23% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 9,885 | $731.6K | 0.08% | +1,191+13.7% | Added |
| Opinicus Capital, Inc. | 9,892 | $732.1K | 0.62% | −2,146−17.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 9,914 | $733.8K | 0.34% | −3,850−28.0% | Reduced |
| Bank of Stockton | 9,935 | $735.3K | 0.22% | −394−3.8% | Reduced |
| Ambassador Advisors, LLC | 9,953 | $736.7K | 0.13% | −867−8.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,974 | $738.2K | 0.01% | −1,540−13.4% | Reduced |
| Belpointe Asset Management LLC | 11,354 | $739.2K | 0.04% | +958+9.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $740.0K | 0.33% | +10,000 | New |
| Edmond de Rothschild Holding S.A. | 10,000 | $740.1K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 10,000 | $740.1K | 0.21% | 00.0% | Unchanged |
| Oak Thistle LLC | 10,015 | $741.2K | 0.22% | −11,849−54.2% | Reduced |
| Invictus Private Wealth, LLC | 10,036 | $742.8K | 0.06% | −15−0.1% | Reduced |
| Canvas Wealth Advisors, LLC | 10,070 | $745.3K | 0.19% | −1,352−11.8% | Reduced |
| Raiffeisen Bank International AG | 10,082 | $745.4K | 0.01% | +10,082 | New |
| Avalon Trust Co | 10,120 | $749.0K | 0.05% | +120+1.2% | Added |
| Mangrove Partners | 10,126 | $749.4K | 0.09% | +10,126 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 10,140 | $750.5K | 0.07% | −57−0.6% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,193 | $754.4K | 0.17% | +1,912+23.1% | Added |
| Integral Investment Advisors, Inc. | 10,305 | $762.6K | 0.25% | −728−6.6% | Reduced |
| Pitcairn Co | 10,331 | $764.6K | 0.05% | +421+4.2% | Added |
| Moseley Investment Management Inc | 10,439 | $772.6K | 0.30% | 00.0% | Unchanged |
| Variant Private Wealth, LLC | 10,452 | $773.6K | 0.74% | +10,452 | New |
| Mystic Asset Management, Inc. | 10,495 | $776.7K | 0.21% | +541+5.4% | Added |
| Jericho Financial, LLP | 10,548 | $780.7K | 0.57% | +10,548 | New |
| Gemmer Asset Management LLC | 10,565 | $781.9K | 0.08% | +81+0.8% | Added |
| Armstrong Henry H Associates Inc | 10,591 | $783.8K | 0.08% | −7,000−39.8% | Reduced |
| Capricorn Fund Managers Ltd | 10,665 | $788.5K | 0.35% | +10,665 | New |
| Thoroughbred Financial Services, LLC | 10,662 | $789.0K | 0.05% | −251−2.3% | Reduced |
| Thor Investment Management Inc | 10,670 | $789.7K | 0.61% | +32+0.3% | Added |
| Sunbelt Securities, Inc. | 10,689 | $790.2K | 0.07% | −261−2.4% | Reduced |
| Eschler Asset Management LLP | 10,724 | $793.7K | 1.87% | +379+3.7% | Added |
| Bridgefront Capital, LLC | 10,781 | $797.9K | 0.27% | +10,781 | New |
| SJS Investment Consulting Inc. | 10,827 | $801.3K | 0.14% | +552+5.4% | Added |
| Modern Wealth Management, LLC | 10,912 | $807.6K | 0.03% | +5,939+119.4% | Added |
| American Money Management, LLC | 10,951 | $810.5K | 0.16% | −68,298−86.2% | Reduced |